This feature will allow you to instantly send all of your hard earned leads directly to your Zoho.com lists. Follow the instructions below to set up the integration.
If you're in the editor, exit the builder to go to the Experience Manager interface:
Go to the Integrations tab of the Experience Manager and select Form Integrations:
If you have already connected your Zoho.com account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for Zoho.com in the page integrations list.
Enter your Zoho authtoken to sign in. Go to this link to get your Zoho credentials.
The account connection step is done once per sub-account. When you have connected the account, come back to the Experience Manager for the page you want to integrate with Zoho and continue with the steps below.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
Now you need to map your Instapage fields to the ones in Zoho;
Make sure all the Zoho fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the submitted data will not be sent to Zoho.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
And that’s it. If you went through all the steps, you should see this confirmation message. Click on Finish, then save and update your page.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.